Exclusives
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How to ensure your digital transformation doesn’t fail
Hannah Buckle, head of UK sales at Dorsum, outlines how digital transformation in wealth management depends on clear goals and the right…
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Practical challenges – Navigating the FCA’s latest phase of Consumer Duty
Sarra Slegg, Business Development Support Manager at Sparrows Capital, outlines how the FCA’s latest Consumer Duty phase shifts the focus from delivering…
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It’s time for the financial planning profession to step up and engage with the next generation!
Within the financial planning profession, we are aware that we need to engage with the next generation. We have an ageing demographic…
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Transforming your advice business with technology | Rowan Whittington, Dynamic Planner
This is the first article in a brand new mini-series for IFA Magazine by Rowan Whittington, Chief Product Officer at Dynamic Planner.…
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Investing in the future of deep-tech VCTs
Brought to you in partnership with Foresight Group In a recent conversation between Tax-Efficient Investment (TEI) Magazine’s Content Editor, Matt Williams, and…
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Pensions and Inheritance Tax from April 2027: Why More Investors Are Considering SEIS
Brought to you in partnership with SFC Capital With unused pension funds set to fall within the scope of inheritance tax from…
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The great wealth transfer, women & wealth and consolidation – key adviser trends that will define 2026
Jenny Davidson, Intermediary Wealth Director at Scottish Widows, identifies the £7 trillion intergenerational wealth transfer, the growing influence of female investors and…
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Technology holds the key to a faster, less stressful homebuying experience
In the following piece, David Castling, Head of Intermediary Distribution at Atom bank, explores why the homebuying journey remains stubbornly slow and stressful for…
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When one becomes two: M&G’s Les Cameron shares a timely reminder of the tax advantages of marriage or civil partnerships
It may be Valentine’s Day this weekend, but Les Cameron, Head of Technical at M&G, isn’t getting too carried away with romantic…
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BPR: Why the £2.5 million allowance still demands action before April
Mary Perham and Tristan Tydings, lawyers at Charles Russell Speechlys, warn that despite the rise in the Business Property Relief allowance to…
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